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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001005607
持仓数
197
前50大市值合计
$1.35B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 7
增持 76
减持 49
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
-$8.1M
15,775
-42%
建仓
XBI
SPDR SER TR
+$6.9M
77,188
增持
DJP
BARCLAYS BANK PLC
+$6.7M
776,360
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
CYRUSONE INC
-$5.7M
0
-100%
增持
TWLO
TWILIO INC
+$5.1M
65,029
+204%
增持
LNG
CHENIERE ENERGY INC
+$4.7M
126,167
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$4.2M
26,679
-29%
增持
LEN
LENNAR CORP
-$3.3M
106,775
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
27,424
+40%
增持
SLB
SCHLUMBERGER LTD
+$2.8M
246,694
+0%
增持
JPM
JPMORGAN CHASE & CO
-$2.7M
125,758
+1%
减持
VUG
VANGUARD INDEX FDS
-$2.6M
19,033
-25%
增持
MSFT
MICROSOFT CORP
-$2.6M
94,095
+0%
减持
ILF
ISHARES TR
-$2.4M
603,422
-32%
增持
ABT
ABBOTT LABS
-$2.2M
104,899
+1%
增持
—
SWEDISH EXPT CR CORP
+$2.1M
1,349,454
+1%
增持
EWN
ISHARES INC
-$2.1M
450,727
+7%
增持
LOW
LOWES COS INC
-$2.1M
40,141
+1%
增持
NICE
NICE LTD
+$2.1M
30,174
+104%
增持
DHR
DANAHER CORPORATION
-$2.1M
60,326
+0%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$2.1M
66,572
+82%
增持
PSX
PHILLIPS 66
+$2.0M
122,537
+3%
增持
CTRA
COTERRA ENERGY INC
+$1.9M
225,711
+2%
增持
FMC
FMC CORP
+$1.9M
81,634
+1%
增持
—
NXP SEMICONDUCTORS N V
-$1.8M
48,851
+3%
增持
—
JPMORGAN CHASE & CO
+$1.7M
481,275
+2%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$1.6M
196,246
+35%
增持
UUP
INVESCO DB US DLR INDEX TR
+$1.5M
681,570
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.5M
26,576
+3%
增持
DIS
DISNEY WALT CO
+$1.4M
87,484
+28%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.4M
295,050
-2%
减持
AAPL
APPLE INC
-$1.4M
272,042
-1%
增持
DOCS
DOXIMITY INC
-$1.4M
64,769
+1%
增持
CWH
CAMPING WORLD HLDGS INC
-$1.4M
124,827
+4%
增持
INCO
COLUMBIA ETF TR II
-$1.2M
405,726
+2%
减持
FCX
FREEPORT-MCMORAN INC
+$1.2M
156,409
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
73,325
-4%
增持
GXC
SPDR INDEX SHS FDS
-$1.2M
144,868
+7%
增持
TBF
PROSHARES TR
+$1.2M
522,833
+4%
增持
EWG
ISHARES INC
-$1.2M
613,804
+8%
增持
KMI
KINDER MORGAN INC DEL
+$1.2M
369,388
+1%
减持
DLTR
DOLLAR TREE INC
-$1.2M
62,362
-21%
增持
VMC
VULCAN MATLS CO
+$1.1M
44,369
+31%
增持
VNQ
VANGUARD INDEX FDS
-$1.1M
340,819
+4%
增持
—
ACTIVISION BLIZZARD INC
+$1.1M
67,218
+4%
减持
CVX
CHEVRON CORP NEW
+$1.1M
24,546
-1%
减持
GOOG
ALPHABET INC
-$1.1M
9,779
-0%
增持
QQQ
INVESCO QQQ TR
+$1.0M
7,507
+78%
增持
IAU
ISHARES GOLD TR
+$1.0M
374,132
+2%
建仓
SHEL
SHELL PLC
+$1.0M
18,814
减持
VTV
VANGUARD INDEX FDS
-$1.0M
40,019
-15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$957.0K
65,931
+2%
增持
UNP
UNION PAC CORP
+$953.0K
42,846
+0%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$879.0K
48,352
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$875.0K
14,519
-14%
减持
PG
PROCTER AND GAMBLE CO
-$867.0K
24,464
-13%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$857.0K
578,142
+7%
增持
—
ELASTIC N V
+$808.0K
127,283
+49%
增持
BWA
BORGWARNER INC
-$799.0K
188,532
+4%
增持
—
LAZARD LTD
-$798.0K
139,166
+8%
增持
FDX
FEDEX CORP
-$743.0K
47,498
+5%
减持
EFA
ISHARES TR
-$735.0K
22,103
-26%
增持
SRLN
SSGA ACTIVE ETF TR
+$724.0K
485,287
+5%
增持
CNC
CENTENE CORP DEL
+$704.0K
196,991
+2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$697.0K
479,964
+7%
增持
CBRE
CBRE GROUP INC
-$652.0K
44,997
+2%
清仓
—
ROYAL DUTCH SHELL PLC
-$602.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$581.0K
7,966
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$563.0K
6,415
+29%
增持
MNA
INDEXIQ ETF TR
+$557.0K
431,744
+5%
减持
IWF
ISHARES TR
-$555.0K
15,060
-3%
减持
CSCO
CISCO SYS INC
-$539.0K
30,112
-14%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$529.0K
68,233
-4%
减持
ORCL
ORACLE CORP
-$520.0K
14,018
-27%
增持
MGM
MGM RESORTS INTERNATIONAL
-$518.0K
276,293
+2%
增持
OTIS
OTIS WORLDWIDE CORP
-$483.0K
80,305
+5%
增持
PDD
PINDUODUO INC
-$472.0K
42,081
+14%
增持
GPN
GLOBAL PMTS INC
+$466.0K
50,409
+6%
建仓
—
ATLASSIAN CORP PLC
+$456.0K
1,552
清仓
EWZ
ISHARES INC
-$439.0K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$427.0K
117,767
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$425.0K
1,912,806
+7%
增持
V
VISA INC
+$422.0K
38,401
+3%
增持
TNET
TRINET GROUP INC
+$412.0K
77,820
+2%
增持
PENN
PENN NATL GAMING INC
-$412.0K
98,633
+11%
减持
CF
CF INDS HLDGS INC
-$408.0K
8,047
-54%
建仓
USB
US BANCORP DEL
+$388.0K
7,293
增持
PLNT
PLANET FITNESS INC
-$386.0K
118,892
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$373.0K
1,036,584
+6%
减持
PFE
PFIZER INC
-$372.0K
37,874
-4%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$368.0K
158,517
+3%
增持
—
DUPONT DE NEMOURS INC
-$361.0K
88,794
+4%
减持
—
EXXON MOBIL CORP
+$351.0K
19,985
-6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$344.0K
21,629
-6%
减持
—
ACCENTURE PLC IRELAND
-$342.0K
2,489
-13%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$341.0K
25,441
+6%
增持
IWM
ISHARES TR
+$330.0K
17,224
+20%
减持
JNJ
JOHNSON & JOHNSON
-$329.0K
23,212
-11%
清仓
—
ARENA PHARMACEUTICALS INC
-$324.0K
0
-100%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$301.0K
0
-100%
清仓
AGG
ISHARES TR
-$299.0K
0
-100%
减持
NEAR
ISHARES U S ETF TR
-$293.0K
113,175
-4%
增持
AXP
AMERICAN EXPRESS CO
+$289.0K
12,325
+0%
增持
XRAY
DENTSPLY SIRONA INC
-$281.0K
331,626
+11%
增持
META
META PLATFORMS INC
+$276.0K
70,819
+54%
减持
NVDA
NVIDIA CORPORATION
-$267.0K
1,400
-37%
减持
KO
COCA COLA CO
-$243.0K
51,204
-11%
减持
AMZN
AMAZON COM INC
-$235.0K
253
-20%
增持
BABA
ALIBABA GROUP HLDG LTD
+$234.0K
49,694
+14%
增持
DE
DEERE & CO
+$234.0K
3,179
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$233.0K
4,726
-2%
减持
CDC
VICTORY PORTFOLIOS II
-$231.0K
3,429
-50%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$228.0K
0
-100%
建仓
FNV
FRANCO NEV CORP
+$228.0K
1,430
清仓
INTU
INTUIT
-$225.0K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$224.0K
0
-100%
清仓
BIIB
BIOGEN INC
-$222.0K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$221.0K
1,617
-14%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$220.0K
0
-100%
清仓
IEMG
ISHARES INC
-$217.0K
0
-100%
清仓
BIO/B
BIO RAD LABS INC
-$214.0K
0
-100%
清仓
—
ROYAL DUTCH SHELL PLC
-$213.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$210.0K
0
-100%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$210.0K
22,169
-3%
清仓
DWUS
ADVISORSHARES TR
-$208.0K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$208.0K
0
-100%
清仓
UDR
UDR INC
-$205.0K
0
-100%
建仓
ABM
ABM INDS INC
+$203.0K
4,400
减持
CARR
CARRIER GLOBAL CORPORATION
-$201.0K
11,036
-15%
减持
ECL
ECOLAB INC
-$200.0K
2,672
-7%
增持
GOOGL
ALPHABET INC
-$189.0K
5,063
+3%
减持
HD
HOME DEPOT INC
-$189.0K
959
-16%
减持
INTC
INTEL CORP
-$178.0K
24,577
-9%
减持
—
JOHNSON CTLS INTL PLC
-$173.0K
10,266
-1%
减持
NEE
NEXTERA ENERGY INC
-$169.0K
2,584
-38%
增持
PEP
PEPSICO INC
-$158.0K
51,944
+2%
增持
AZO
AUTOZONE INC
-$155.0K
5,395
+1%
减持
IWD
ISHARES TR
-$154.0K
11,935
-6%
减持
KMB
KIMBERLY-CLARK CORP
-$151.0K
2,157
-26%
增持
COPX
GLOBAL X FDS
+$149.0K
9,637
+23%
减持
EXR
EXTRA SPACE STORAGE INC
-$149.0K
1,043
-35%
减持
PWR
QUANTA SVCS INC
-$145.0K
10,338
-21%
减持
EEM
ISHARES TR
-$141.0K
18,128
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$140.0K
4,817
-16%
增持
CVS
CVS HEALTH CORP
-$138.0K
136,450
+1%
增持
MELI
MERCADOLIBRE INC
-$123.0K
3,329
+10%
建仓
—
HERITAGE COMM CORP
+$121.0K
10,719
减持
T
AT&T INC
-$120.0K
9,485
-32%
减持
XHB
SPDR SER TR
-$117.0K
4,263
-5%
减持
BND
VANGUARD BD INDEX FDS
-$116.0K
5,736
-15%